Unclaimed
Padmawatti Parsan is a registered representative with PFS Investments Inc. Padmawatti holds Series 6, 7, 63, and SIE licenses. Padmawatti has over 22 years of experience in the financial services industry. Prior to joining PFS Investments Inc., Padmawatti worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. and TEACHERS PERSONAL INVESTORS SERVICES, INC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
NY
11/08/2022 - Present
PFS Investments Inc. (S. OZONE PARK NY)
NY
06/30/2000 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
NY
05/27/1998 - 05/15/2000
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
BC
Issued 06/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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